Plan5500

Aaa Northway, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Aaa Northway, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aaa Northway, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Aaa Northway, Inc. under EIN 14-1041270 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $12,531,158 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aaa Northway, Inc.
EIN
14-1041270
Plan number
001
Plan type
2
Location
Schenectady, NY
Latest filing year
2023
Participants
140
End-of-year plan assets
$12,531,158

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20241011142634NAL0022037793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,531,158
Total liabilities (EOY)
$414
Net assets (EOY)
$12,530,744
Net assets (BOY)
$10,881,744

Income & contributions

Employer contributions
$175,839
Participant contributions
$362,282
Total contributions
$538,121
Total income / additions
$2,444,580

Expenses & distributions

Benefits paid
$764,259
Administrative expenses
$6,892
Total expenses
$795,580
Net increase / (decrease)
$1,649,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.RECORDKEEPER$3,718$02023
Rimkus Marciano And AssociatesTPA$800not reported in the loaded dataset2023
Ascensus LLCRECORDKEEPERnot reported in the loaded dataset$92023

Related Form 5500 pages